APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  When updating class codes by cost, after the update is done, the Inventory list populated shows ALL inven

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select I. Inventory

3. Select Ctrl + G - Class Codes

4. Select F6. Tools

5. Select B. Set Class Code By Cost Value

6. Enter in a From/To value that would yield results

7. Select U. Update

8. Select Yes to update parts with this class and line code

9. Select Ok to the dialog message that states "Completed updating class codes in Inven class: XXX"

   1. Verify when returned to the Data preview, only the updated parts are shown

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=class_code_tools

APPLICATION: PTM Vision/ Open Orders and Purchase Orders

PROBLEM SUMMARY:  Cursor locking when accessing PO's with Open orders still open

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Work or Sales order tab and open an existing order

4. Select Ok to close the order

5. Leaving the Open orders window open, select the Purchase orders button from the Vision tools menu on the left hand side using the mouse

6. Access Open orders by selecting the open window in the background

7. Select Purchase orders again using the tools menu button on the left hand side using the mouse

   1. Verify the Purchase orders buttons are available for use

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=purchase_orders

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  S/O Parts and FRT parts are populating AltNo when no actual Alt supplier or Alt part number exists

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. O. Open Orders (Shift + F1)

3. Select F2. New Order

4. Enter Customer account number

5. In the Input field, enter a part number setup with an Alternate Supplier/Part number

6. Back order the part

   1. Access Purchase orders and verify the AltNo field has been filed in with the Alternate part number; Exit Purchase orders

7. In the Input field, enter an S/O part

8. Select F8. Process

9. Enter in the same Vendor used to create the Back order

10. Select Yes to the dialog that states "Add to purchase orders for XXXXX?"

11. Select Yes to the dialog that states "Purchase order already exists for this order. Use this PO#?"

12. Select F11. PO

    1. Verify that an AltNo has not been assigned to the S/O part

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=alternate_supplier_

APPLICATION: PTM Vision

PROBLEM SUMMARY:  When syncing inventory to the database, we do not remove deleted inventory causing inventory that no longer exists in the Vision Inventory in the database

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

***Testing only required if using Pluss Commerce/Plussnet functionality; Otherwise, not testing is required***

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select I. Inventory

3. Select F10. Search

4. Search for a Part to delete

5. Select F5. Delete

6. Select Yes to the dialog that states "Are you sure you want this record deleted (Y/N)"

7. Select Yes to the dialog that states "Are you really sure you want to delete!?"

   1. Verify the part is deleted from Inventory

   2. Verify if the part was for sale online, a dialog is shown that states "Are you sure you want to stop selling this part online?"

      1. Verify if Yes is selected to the dialog, the part s not longer available on the pluss commerce website

      2. Verify if No is selected to the dialog, the part is still for sale on the Pluss commerce website, but it is no longer shown in the Vision Inventory

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• Allow PTM Vision to connect to PLussnet: Please contact Pluss Corporation Sales Department for more information

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=22_2_rest_service

APPLICATION: PTM Vision/Scheduling

PROBLEM SUMMARY:  Unable to Disable/Restore a Mechanic in the Scheduler

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select S. Scheduling

3. Select Options from the Tools menu

4. Select Ctrl+R. Resource Scheduling

5. Select Yes to the dialog that states "Would you like to setup the Default schedules?"

6. Line up on a Mechanic and select F5. Manage tech

7. Select Yes to the dialog that states "Would you like to exclude XXXX from Scheduler?

8. Select Esc on the Scheduler

9. Select S. Scheduler

   1. Verify the Mechanic is no longer shown on the Schedule

10. Select Options from the Tools menu

11. Select Ctrl+R. Resource Scheduling

12. Select Yes to the dialog that states "Would you like to setup the Default schedules?"

13. Line up on the disabled Mechanic and select F5. Manage tech

14. Select Yes to the dialog that states "Would you like to restore XXXX from Scheduler?

15. Select Esc on the Scheduler

16. Select S. Scheduler

    1. Verify the Mechanic is now shown on the Schedule

17. Select Esc on the Scheduler

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=scheduling

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Need to be able to add the Line code with the Part number on the Deleted Parts report

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Work Orders tab

4. Select an existing open order to use for testing

   1. If one is not available, select F2. New to create a new order

5. In the Input field, enter a Stocking part number with a core charge and quantity in stock

6. Once the part is on the order, select F5. Delete and remove the part and the core charge

7. Select F6. Options/B. Utilities/I. Deleted Parts report

8. Select the checkbox for This order only

9. In the Part number field, enter the Line code of the deleted part

   1. Verify both the part and core charge are shown

10. Exit the report

11. Select F6. Options/B. Utilities/I. Deleted Parts report

12. Select the checkbox gor This order only

13. In the Line Code field, enter the Line code for the deleted part

    1. Verify only the Part is shown and not the core charge

14. Exit the report

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=recover_parts_labor_and_account

APPLICATION: PTM Vision/Time Clock

PROBLEM SUMMARY:  Limit capabilities in Tech setup

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

***Testing only required if using PTM Vision Time Clock module; otherwise, no testing is required***

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select File/Time Clock

   1. Or, Access PTM Vision Time Clock from desktop icon, if available

3. Select the Tech Setup button

   1. Verify the Add Employee and Delete Employee buttons are no longer shown

   2. Verify the only columns shown on the grid are as follows: Tech Name, Mechid, and Hide

4. Select Close to exit the Tech Setup Screen

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• Time Clock Module: Please Contact Pluss Corporation Sales Department for more Information

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=timeclock___mechanic_screen

APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY: When feature 3,30 is on and Search is opened, then price file is accessed, when exiting the Price file from the Search window an error occurs 

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

***Testing only required if using the Multi-Inventory functionality in PTM Vision; Otherwise, notesting is required***

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select . Inventory

3. Select F10. Search

4. Select Ok to access the Search window

5. Select F9. Inv/Pri

6. Select the Esc key on the keyboard

   1. Verify no error occurs

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• 3,30: Join ALl Sub-Inventories During Searches

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=11_1_10_16_3_inventory

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Error occurs when adding a F0C Kit to an order

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select O. Open Orders (Shift + F1)

3. Select F2. New Order

4. Enter Customer account number

5. In the Input field, enter a Kit with a F0C Memo type and a Calculated Inventory item listed within the Kit

6. Enter 1 in the Calculated Kit popup

   1. Verify all parts are added to the order correctly and no errors occur

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=detailed_forced_kit

APPLICATION: PTM Vision/Find

PROBLEM SUMMARY:  Find: Add VIN column to Shift+F10 customer unit search

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select F. Find

3. Select F10. Unit

   1. Verify a VIN column has been added to the grid

4. Enter a VIN in the Search field

   1. Verify the correct results are shown

5. Clear the search filters and right click on the VIN column

6. Enter a partial VIN

   1. Verify the correct results are shown

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=10_find